WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC NRO — NEUBERGER BERMAN REAL ESTATE S COM

Ownership history in WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC  ·  8 quarters on record

AI Ownership Summary

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported NEUBERGER BERMAN REAL ESTATE S COM (NRO) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.05% in 2024 Q3. The latest visible filing shows NRO at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's position in NEUBERGER BERMAN REAL ESTATE S COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NRO was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NRO stock page WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC fund profile WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC full holdings
How WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held NRO — position size vs. price
% of Fund (quarterly)    NRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 32,700 — 0% 0.03% $99K 2026-02-12 $2.96
2025 Q3 UNCHANGED — — — 32,700 — 0% 0.03% $106K 2025-11-12 $2.91
2025 Q2 UNCHANGED — — — 32,700 — 0% 0.03% $105K 2025-08-12 $2.91
2025 Q1 UNCHANGED — — — 32,700 — 0% 0.04% $108K 2025-05-08 $2.83
2024 Q4 UNCHANGED — — — 32,700 — 0% 0.04% $116K 2025-02-12 $2.83
2024 Q3 UNCHANGED — — — 32,700 — 0% 0.05% $134K 2024-11-14 $3.02
2024 Q2 UNCHANGED — — — 32,700 — 0% 0.04% $110K 2024-08-12 $2.80
2024 Q1 INITIATED — — — 32,700 — — 0.04% $109K 2024-05-14 $2.49

🏢 Other funds also holding NRO

As of 2026 Q1 — sorted by position size

ABSOLUTE INVESTMENT ADVISERS, LLC 0.48% Shaker Financial Services, LLC 3Y 7Y 0.39% Quarry LP 3Y 0.32% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.29% Kanen Wealth Management LLC 3Y 0.25% Concorde Asset Management, LLC 3Y 7Y 0.22% DECISION INVESTMENTS, INC 0.09% NWF Advisory Services Inc. 0.08% RHODES INVESTMENT ADVISORS INC /ADV 0.08% RESOLUTE WEALTH ADVISOR, INC. 0.05%

FAQ About WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC and NRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported owning NRO?

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported NRO across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported NRO position in WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for NRO was 0.05% in 2024 Q3.

What is the latest reported NRO position on this page?

The most recent filing on this page is 2025 Q4, when WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported 32,700 shares, equal to 0.03% of portfolio, with an estimated market value of $99K.

What does the chart on this NRO ownership page compare?

The chart compares WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's quarterly NRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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